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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Mathemagician who wrote (54612)	11/4/2003 10:12:28 AM
From: Stock Farmer	Read Replies (1) \| Respond to of 54805

What remains to be seen is how the gorilla performs over the next 5-10 years, now that it has become established. Only then can we determine how well the Front Office GG performed. If that's the case, then we might as well have bought the Gorilla once it is confirmed and skip all the deleterious effects of "portfolio diversification", which seems to have netted us out to zero anyway. In which case we're back to leaving our returns in the hands of the market and banking on the fact that the market misprices a Gorilla even after it has been identified. N'est pas? And as far as browbeating folks, I am just answering in rebuttal. I realize you don't claim that The Gorilla Game works. But there are others who do, and I chimed in to one such biased observation with a counter-observation that the only data to date suggests otherwise. And thirty or so posts later defending this single and unemotional interjection I'm being accused of brow-beating? Every one of my posts has been in response to the post of someone else. I assure you, tis my brow that feels a bit bruised ;o)

To: Mathemagician who wrote (54612)	11/4/2003 11:19:38 AM
From: hueyone	Respond to of 54805

What remains to be seen is how the gorilla performs over the next 5-10 years, now that it has become established. Only then can we determine how well the Front Office GG performed. Well, yes and no, because I think a very strong argument can be made that SEBL was never a Gorilla in the first place. Imo, while SEBL is a good choice as the winner of the CRM category, the CRM category never produced a company with Gorilla power. The book clearly states that two of the advantages of the Gorilla are that it can keep costs down and profits up, but SEBL has never had a profitable year of any consequence in its entire existence when applying conservative accounting standards to include stock option expense, and even ignoring stock option expense, it is difficult to argue that SEBL performed close to what we should expect from a company with Gorilla power during its lifetime, especially looking at SEBL performance during the recent downturn. Where are the excess returns from business operations? Where is SEBL's pricing power? Even ignoring stock option expenses, both SEBL's top line and bottom line were absolutely hammered during the downturn and SEBL still reported large losses. Here is a snapshot comparison of financial performance between SEBL, ORCL, PSFT and SAP over the last year. SEBL's business performance suffered much worse than these others imo. finance.yahoo.com And below is SEBL's performance to include stock option expense. Including stock option expense is likely to be something that the FASB will require beginning in late 2004, that is unless Senators flush with SV campaign contributions prevent the FASB from doing their job again like they were able to do in 1993/4. After Tax Income Fisc Yr GAAP Inc. Op Exp w/Op Exp Source 1995 .317 .02 .297 1997 10k 1996 12.9 3.3 9.6 1998 10k 1997 (1.2) 12.7 (13.9) 1998 10K 1998 41.5 41.2 .3 2000 10K 1999 56.5 78.2 (21.7) 2000 10K 2000 123.0 286.0 (163.0) 2002 10K 2001 254.6 807.7 (553.0) 2002 10K 2002 (35.7) 1,046.2 (1,081.9) 2002 10K Totals, 1995-2002: After Tax Income GAAP Inc. Op Exp w/Op Exp 452 Mill 2.275 Bill (1.823 Bill) JMO, Huey

To: Mathemagician who wrote (54612)	11/5/2003 4:33:25 PM
From: Pogeu Mahone	Read Replies (2) \| Respond to of 54805

<<I agree 100%. However, I don't see why you feel the need to browbeat a group of people who freely chose to play the game anyway. What's it to you (tough guy ;)?>> Message 17732226 To:John Shannon who wrote (52057) From: paul_philp Saturday, Jul 13, 2002 1:33 PM View Replies (2) \| Respond to of 54627 Brings back an observation several of us made here a while ago that the Gorilla Game is better ex-ante then when played in real time. John, You didn't get many dates in high school, did you? Puppies bark at you for no reason. Little children point at you and laugh. You remind me of one an old Pink Floyd lyric, Bus stop rat bag, You fu--ed up old hag, You radiate gold shards of broken glass. Good luck with your investments, Paul Member 8496174 John took a lot of abuse on this thread,but he has had the last laugh as you can tell by the GG hunters retreating to their walled in compound.. zeus